Thursday, January 24, 2013

AAPL: Apple's Growth Story Is Over

Apple's Growth Story Is Over
by Ashraf Eassa

This is it. The beginning of the end for Apple (AAPL) as the "darling" of growth investors. It had a nice run, but the latest earnings release, conference call, and guidance all signaled one thing: the growth story is more-or-less done, the obscenely high margins on commodity phone and tablet products, and even the market share gains against Microsoft's (MSFT) Windows are all coming to an end. Google's (GOOG) Android is now the king of the smartphone world, and I suspect that Windows 8 and Android will take a much bigger part of the tablet pie than anybody else expects. read more »

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